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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,078 | $100,073+13.0% | $85,126+32.8% | $145,877-22.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.94% | 84.11%-73.2pp | 66.63%-55.7pp | 551.28%-540.3pp |
| Employer contribution / active EE | $20,655 | $3,236+538.2% | $2,731+656.2% | $4,663+342.9% |
| Participant deferral / active EE | $16,615 | $5,294+213.8% | $4,523+267.3% | $6,691+148.3% |
| Admin fee / account holder | $879,190 | $7,261+12008.3% | $6,160+14171.9% | $13,402+6460.1% |